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Disclosery

Clearstead Advisors, LLC: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on SDY, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 279,710 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,710 shares
    Change vs previous 13F -530 shares

    0.4% of the 13F portfolio, value $42,566,288.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 280,240 shares
    Change vs previous 13F +4,963 shares

    0.37% of the 13F portfolio, value $40,898,120.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 275,277 shares
    Change vs previous 13F -1,892 shares

    0.48% of the 13F portfolio, value $38,307,539.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 277,169 shares
    Change vs previous 13F -2,890 shares

    0.57% of the 13F portfolio, value $38,817,464.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 280,059 shares
    Change vs previous 13F +5,914 shares

    0.53% of the 13F portfolio, value $38,012,417.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 274,145 shares
    Change vs previous 13F -14,441 shares

    0.58% of the 13F portfolio, value $37,195,953.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 288,586 shares
    Change vs previous 13F +1,115 shares

    0.58% of the 13F portfolio, value $38,122,154.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 287,471 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $40,832,424.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).